Business processes involved
We will perform this procedure when a equipment or Fixed Asset is received. The equipment update starts after the Goods Receipt.
Processes Involved: 1. Goods Receipt – cycle 1 2. Equipment Enrichment/update
• Equipment master data must be accurately maintained, the need to reflect changes to the Equipment Master may arise from a number of business processes through its lifecycle;
Goods Receipt Transfer Assignment Maintenance Physical Verification
High level overview of the Enrichment after GR
Shopping
Cart PO
Goods
Receipt
Master Record
Equipment Record
IE02
Requisitioner R&I
Serial Number
Equipment Master Data Maintainer
One record Multiple records
Equipment Record
System Status – case scenario
Return to Inventory
Assign Equipment
ESTO AVL INST
Goods Issue (201)
Update Equip. (BP/Funct. Loc.)
Update Equip. (Dismantle)
Goods Issue Return
(Z01)
System Status
Automatic
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Receives communication on enrichment activity when GR is performed.
Checks all prepopulated data from
Equipment record after GR is done Maintains and Modifies equipment
records within the assigned authorization group
SD.11 Master Data Maintainer (Local)
Roles involved in Equipment Creation/Update SD.10 Master Data Maintainer(Global)
Creates, maintains and modifies equipment data records.
Receives and Reviews requests for creation of new records (notifications and supporting documents).
Equipment records associated with Assets will go through the Asset accountant
For equipment (no assets) would be based on the policy from PCIU
Note: Both roles are governed by a security role that restricts access by Authorization Group.
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Equipment Record Creation Post Go-Live The creation of equipment records manually is an exceptional activity as the Equipment Creation process is driven from the Material Master Record (MMR). At the point of GR the Serialization profile settings on the MMR determines whether an equipment record is Automatically Created. There are two Serialization profile settings that create equipment records at the point of GR:
UN05 – Equipment records that are created from an Operational Management perspective.
UN01 – Equipment records that are created and tracked from a Property Stewardship requirement. These include equipment that are assets
Exceptions - Manual Creation of Equipment Records
Exceptions – Migrated Purchase Orders with issues in the equipment creation
C
M
The Category of equipment records under this criteria is
The Category of equipment records under this criteria is
Exceptions – Facilities Equipment (Category – UN CMP)
UN CMP
UN Owned Serialized
Identify requirement for record
C M
MMR Serialization Profile Settings Manual
Entries
Automatic Equipment creation at the point of
GR
Manual Equipment Creation Process
Building Services Equipment Records that need to be Managed and Maintained by FMS Teams
Migrated POs: Asset POs Inventory POs
Exceptions – Facilities Equipment (Category – UN CMP) • Building Services equipment records do not get created automatically as they are not
ordered individually but generally acquired through the acquisition of a building as part of a project, a purchase or a lease.
Ex: A server included into a Data Center recently purchased • If it is necessary for the FMS teams to manage and maintain building service items then
these need to be created manually in the equipment record category C – CMP Equipment.
• These are be created mainly for maintenance and Planning purposes
Exceptions – Equipment Category C (CMP Equipment)
*Note: These items should not be linked to an individual asset record as this is considered within the building component structure (Under IPSAS for owned buildings).
Useful T-Codes
• IE01 – Equipment Creation (one
equipment) • IE10 – Mass Equipment Creation
• IE05 – Equipment Report
Thanks [email protected]
Ramp Up, 2017